Shoya Magomedowa is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2017, Shoya worked at Wells Fargo for one year. She is based in Saratoga Springs, Utah. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Marshall Dean III is a financial advisor with LPL Financial in American Fork, UT, holding Series 63 and Series 65 licenses and 17 years of industry experience. His previous roles include positions at UBS Financial Services, Inc. and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Thaddaeus Hay is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Nozani/Buy Box Experts/Spreetail for seven years, as well as shorter tenures at State Farm and Alliance Limited. Outside of his advisory role, he is involved as president and co-founder of the Soul Purpose Foundation, a nonprofit focused on community engagement and donations. OSAIC serves a diverse clientele, including individual investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across multiple asset classes and supports various advisory platforms and third-party solutions.

Logan Tanner is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Logan earned his Bachelor's Degree from Utah State University.

Talon Webb is a financial advisor with OSAIC based in Orem, Utah, holding a Series 66 designation and bringing 16 years of industry experience. He has been affiliated with OSAIC Wealth since 2009 and also owns Hobble Creek Wealth, an LLC used for marketing and accounting purposes related to his financial advising business. Webb is also a partner in WTM Holding LLC, a non-investment-related entity involved in mortgage and office space management. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering services that include brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing both discretionary and non-discretionary account management.

Brigham Bateman is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Lawrence Wealth Management, Truwear, and Wasatch Threads, Inc. Bateman has an ongoing business relationship involving the sale of Wasatch Threads and maintains a private investment in a medical device company, Sky Dance Vascular. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of investment tools and platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jennifer Mc Comb is a Series 66-licensed financial advisor with Merrill, based in Provo, UT, and has 15 years of industry experience. She has worked at Merrill since 2017 and is also currently affiliated with Bank of America, N.A. Prior to her financial services career, she was involved with Mountain Sage Natural Health & Acupuncture, LLC for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tad Harris is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads, develops, and coaches a team of advisors in Utah. Tad has been with Fidelity Investments since 2004 and has held various roles including Regional Planning Consultant, Financial Consultant, and Financial Representative. Throughout his career at Fidelity, spanning over 20 years, Tad has assisted thousands of clients across all stages of their financial lives. His professional experience encompasses leadership and direct client financial consulting. Outside of his professional responsibilities, Tad enjoys board games, boating, social events with friends, and surfing.

Zachary Thurston is a Planning Consultant at Fidelity Investments, where he collaborates closely with clients to understand their goals and develop strategies to help achieve them. He prioritizes building strong, lasting relationships based on trust and dependability. Zachary has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before becoming a Planning Consultant. His experience spans client relationship management and financial planning within the wealth management sector. Outside of his professional work, Zachary enjoys baseball, football, golf, softball, and spending time with his family.

Bryant Hall is a financial advisor with LPL Financial based in Lehi, Utah. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, he worked at Mountain America Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, credit unions, and charitable organizations. The firm offers a range of financial planning and advisory services, including retirement plan consulting and access to various investment programs supported by research and model portfolios.

Valton Jackson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James Financial and its subsidiaries since 2008 and previously worked at LGCY Power from 2015 to 2018. Outside of his advisory work, he owns Vermillion Vista Finance, a support company based in American Fork, Utah. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by risk profiling and analytical tools, with specialized services in municipal and public finance as well as SIMPLE IRA employer advisory programs.

Carter Cushing is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Amazon, the University of Utah, and Brigham Young University-Hawaii. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Robert Craig is a financial advisor with Raymond James Financial in American Fork, UT, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Olde Wealth Management LLC and Purple Pines LLC. He is also associated with CH Retirement Income Planning as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling, and supports advisory programs through a large network of affiliated advisors.

Adam Clark is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with individuals and families to manage wealth through tax-efficient investing and risk management strategies. He has experience in various capacities at Fidelity Investments, including roles as an Investment Management Consultant, Investment Solutions Help Desk representative, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate from 2020 through 2025. Adam holds insurance licenses in Arkansas and California. Outside of his professional work, Adam enjoys boating, camping, lake activities, outdoor adventures, skiing, and parenthood.

Sheriann Hulet is a Series 66-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 18 years of industry experience. She has been with Raymond James since 2010 and is also involved in managing Gary M. Hulet Dmd, P.C., a business unrelated to investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and advanced analytical tools.

Michael Slaugh is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2013. Outside of his advisory role, he serves as Vice President on the board of directors of Slaugh's Car Care, an automobile repair shop in Utah. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Teotihuacan Ngatuvai is a CFP® professional with 28 years of experience, currently serving at Fidelity. His career includes extensive tenure within various Fidelity entities since 2000. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Stephens is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers non-discretionary advisory services through a select group of Wealth Advisors.

Jillyn Moore is a financial advisor with Primerica Advisors in Payson, UT, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in social media influencing and is a member of Faith Family & Finances LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Rachel Metallo is a Financial Consultant currently working at Fidelity Investments since 2024. She has extensive experience in the financial services industry, having held roles such as Financial Advisor at Morgan Stanley from 2023 to 2024 and at Metlife and AXA Advisors in 2016. She also worked as a Financial Consultant at E*TRADE Capital Management from 2018 to 2024 and served as a Financial Engines Advisor Project Manager from 2017 to 2018. Prior to these roles, Rachel was a Manager at TD Ameritrade from 2005 to 2015. Rachel holds insurance licenses in Arkansas and California. She focuses on partnering with clients to analyze their investments and develop straightforward plans centered around their financial goals, comfort levels, and needs. Her approach emphasizes being a dedicated partner in her clients' financial journeys. Outside of her professional life, Rachel enjoys activities such as football, hiking, snowboarding, outdoor adventures, social events with friends, and parenthood.